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Submission: On March 28 via api from US — Scanned from DE
Submission: On March 28 via api from US — Scanned from DE
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Home Sign In / Up * Catalog * Info & Requirements FAQ Sample Course State Requirements Affidavits SIGN IN / SIGN UP × Need an account? Sign Up -------------------------------------------------------------------------------- User Name: Password: Forgot Password? Click here Our payment processor is currently undergoing maintenance. Please call Nichole at (727) 853-0586 to process your order over the phone. If Nichole is unavailable, leave a voicemail with your name and telephone number and she will call you back as soon as possible. Thank you for your understanding. Return to Catalog THE ADVISORS GUIDE TO ANNUITIES AND ETHICAL PRACTICES PART 1 AND PART 2 -------------------------------------------------------------------------------- COURSE DESCRIPTION Annuities are complex financial contracts that do not meet the needs of all consumers. As insurance producers, we are required by both ethical and legal constraints to confirm (before the sale) that the purchase of an annuity is in the best interests of clients' and that there are "reasonable grounds" for the appropriateness and suitability of product recommendations. This course provides an in-depth guide to understanding annuities with an emphasis on ethics and how it can be integrated in daily business practices. The course explores the different annuity classifications; their types, payment and settlement options, tax treatment, and contract structure. It examines the regulation of the insurance industry including insurer licensing, producer licensing, product regulation, market conduct, financial regulation, and consumer services. The course concludes with an overview of unfair trade and marketing practices and navigating ethical dilemmas. LEARNING OBJECTIVES Upon completion of this course, you will be able to: * Compare the classification of annuities * Summarize annuity tax laws * Understand the 2020 amended Suitability in Annuity Transactions Model Regulation (Model #275) * Understand how to structure a contract * Identify the parties to the contract * Apply ethical rules and behavior * Identify insurance industry regulations Price: $69.95 Add to Cart IAR Credit Credit Hours: 12 Credit Type: Provider: Provider #: Study Level: Exam Details Monitored: Questions: 120 Passing Score: % Retakes: 3 attempts GENERAL Home Catalog Sign In / Up Contact Us INFORMATION FAQ Sample Course State Requirements Affidavits CONNECT WITH US © 2024 Broker Educational Sales & Training, Inc. All Rights Reserved. Privacy | Refunds | Disclaimer | Terms